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Advyzon Investment Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Advyzon Investment Management’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Buy
3,651
+1,559
+75% +$481K 0.1% 211
2025
Q4 		$647K Buy
+2,092
New +$641K 0.08% 257

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Advyzon Investment Management's VONE Position: Q1 2026 in Review

Advyzon Investment Management increased its Vanguard Russell 1000 ETF (VONE) stake by 75% in Q1 2026, buying an estimated $481K and bringing the position to 3,651 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #211.

Advyzon Investment Management first reported a position in VONE in Q4 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Advyzon Investment Management held 3,651 shares of Vanguard Russell 1000 ETF worth $1.08M as of Q1 2026.
  • Advyzon Investment Management bought 1,559 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $481K.
  • Vanguard Russell 1000 ETF made up 0.1% of Advyzon Investment Management's portfolio in Q1 2026, its #211 holding.
  • Advyzon Investment Management first reported a position in Vanguard Russell 1000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.